Building Family Wealth: Investment And Life Insurance Planning
Professional Education

This summer, in light of the COVID-19 crisis, Professional Education will be offering all class offerings online. We will be using the platform Canvas to hold these classes. You will get access to the class Canvas page 2 business days before the class date. If you have any questions or concerns, please contact us via email at ProEd@continue.utah.edu

This course has two components: investment and life insurance. The first part provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. The second part introduces students to life insurance decisions in personal financial planning. This noncredit class meets with a regular University of Utah credit course.

This class is part of the following Professional Education certificate program:
Professional Certificate in Financial Planning

Questions? Call Professional Education at 801-585-1780 or use our online form.

Class Sections For Building Family Wealth: Investment And Life Insurance Planning (PEPEC 551)

Fall 2020 Section 90, Starting on: 08/24/2020

This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Students not seeking the certificate should register for FCS 551-090. See https://continue.utah.edu/proed for more information about the non-credit micro-certificate.

Date(s) Day Time Location
08/24/20 - 12/03/20
Tuition: $700.00      

Instructor: JESSIE FAN

Registration for this class is closed.

Questions? Call Professional Education at 801-585-1780 or use our online form.

osher catalog
For more information about our Veterans/Military Programs, please contact us at proed@continue.utah.edu or 801-585-1780.